Daren holds the position of Senior Vice President, Advisory Strategy and Business Development in the Asset Management division of Raymond James. Daren established the Advisory Consulting team to support the firm’s advisory platform and engage advisors with Rep-as-PM or Rep-as-Advisor business models to create stronger, smarter portfolios and build scalable, efficient and effective practices. Her team assists in the development and support of technology solutions for portfolio management, including construction, analytics and rebalancing. Additionally, Daren developed and currently directs the Institute of Investment Management Consulting (IIMC) at Raymond James, which provides select RJ advisors investment management consultation, education and a forum for practice management support and collaboration.
Daren joined Raymond James in 1999. Prior to joining Asset Management in 2005, she developed the Organizational Effectiveness function within Human Resources to guide the firm’s human capital initiatives around talent management and acquisition, leadership development and strategic planning. Prior to Raymond James, Daren taught at the university-level and worked at Personnel Decisions Research Institute, Inc, a consulting and research firm.
Daren earned a Ph.D. in Industrial / Organizational Psychology from the University of South Florida, M.A. from the University of Texas at El Paso, and B.S. from the University of Louisiana. She earned her Certified Investment Management Analyst (CIMA) designation and is a member of the Investments & Wealth Institute. Daren is a graduate of the Securities Industry Institute and serves as Vice Chairman on its Board of Trustees.
Daren’s work has been published in the Journal of Applied Psychology, The Industrial / Organizational Psychologist and Investments & Wealth Monitor.